that isn't a great environment for stocks, is it? >> yeah, i think what this did, or this more conciliatory tone takes some of the tail risk off the table as far as an immediate shock earlier in the year. you're right. there are some significant problems that are going to have to be dealt with. just because you get a compromise doesn't mean you're not going to have a cutback in the deficit. there's a lot of causation. >> you think this market is beginning to transition away from all the liquidity of the quantitative easing. >> no question about it. the market is off not quite 10%. if you look a little deeper there, you see stocks that are off 30, 40%. i do think there's some opportunity there is. >> like which ones? can you name names, mark? >> sure, absolutely. intel. it's a very controversial, contrarian name right now. they've lowered earnings, however, even on those lowered earnings, you're talking about a stock less than nine times -- >> but intel was the best performing dow component this week. >> absolutely. it has a yield of